Add and manage tasks

A task in Planix is a single piece of work — a bug, a feature ticket, a deploy step. It carries title, description, status, priority, assignee, due date, labels, and an optional time estimate. Tasks live on the kanban board (assigned to a column) or in the backlog (no column).

Goal

By the end you will have created a task, set its priority and due date, assigned it to a user, applied a label, and used the task detail view to inspect it.

Prerequisites

• A project in Planix you are a member of (see Create your first project).
• At least one label defined in the system if you want to apply one (admins manage labels — see Manage labels).
• At least one column to place the task into. New projects ship with four; otherwise the task lands in the backlog until you give it a column.

Steps

1. From the board view, click + Add task on a column (or + New task from the board header). The task-create form opens. Fill in title (required) and description, pick priority (low / normal / high / urgent), set a due date, pick the assignee (any Nextcloud user — typed-ahead search), and choose one or more labels.

   

2. Save. The task appears as a card in the column you added it from. The card shows title, assignee avatar, priority dot (red/orange/yellow/blue), due date chip, and label chips. Overdue tasks pick up a red border once the due date is in the past.

   

3. Click the card to open the task detail view. It uses CnDetailPage — a header with title + status, a core info card with the fields you set, a Time tracking panel (estimate + log time + total logged), and a sidebar with Files, Notes, Tags, and Audit trail tabs.

   

4. Walk the status lifecycle: open → in_progress → blocked → done → cancelled. Statuses align with iCalendar VTODO STATUS for downstream compatibility (Procest, CalDAV, future RFC tooling). You can change status from the task detail (dropdown) or from the kanban board (drag the card to the corresponding column).

   

5. Use the Audit trail tab to inspect history. Every edit — title change, status change, column move, assignee change, label change — lands as an entry, with who did it and when. Useful when a task has bounced around the board and you need to reconstruct what happened.

   

Verification

The task shows in the column you added it to, with the priority dot, assignee avatar, due-date chip, and label chips on the card. The task detail view shows every field you set. The audit trail records every change. The assignee gets a Nextcloud notification on assignment (if their notification settings are on — they are by default).

Common issues

Symptom	Fix
+ Add task missing	You're not a member of the project — ask a project owner to add you on the Members tab.
Label picker is empty	No labels are defined on the instance yet — an admin adds them under Settings → Administration → Planix → Labels (see Manage labels).
Assignee dropdown empty	The Nextcloud user search returns no matches; try a different query, or check the Nextcloud user directory.
Due date in the past saves without a warning	Allowed — overdue tasks get the red border on the card and surface in My Work → Overdue.
Task created but doesn't appear on the board	The task has no column — it's in the backlog. Open the View Backlog link from the board (see Manage the backlog).
Screenshots may be missing	App not yet installed in the test environment; rerun npm run test:e2e:docs once it is.

Reference

• Work with the kanban board — board-side flows for the tasks you created.
• Manage the backlog — task without a column.
• Log time on a task — task → time entry.
• Tasks reference — the underlying feature spec.